RMC

Resources Management Corp Portfolio holdings

AUM $736M
1-Year Est. Return 18.86%
This Quarter Est. Return
1 Year Est. Return
+18.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$577M
AUM Growth
+$36.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
554
New
Increased
Reduced
Closed

Top Buys

1
+$2.3M
2
+$693K
3
+$494K
4
NKE icon
Nike
NKE
+$487K
5
PANW icon
Palo Alto Networks
PANW
+$391K

Top Sells

1
+$3.6M
2
+$1.76M
3
+$307K
4
KHC icon
Kraft Heinz
KHC
+$304K
5
XOM icon
Exxon Mobil
XOM
+$253K

Sector Composition

1 Technology 21.27%
2 Financials 16.58%
3 Healthcare 13.95%
4 Consumer Discretionary 11.13%
5 Industrials 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$234K 0.04%
+1,501
202
$232K 0.04%
720
203
$230K 0.04%
7,167
-9,465
204
$223K 0.04%
850
205
$216K 0.04%
2,856
206
$206K 0.04%
1,850
-200
207
$206K 0.04%
3,766
-500
208
$205K 0.04%
2,335
209
$201K 0.03%
6,800
-380
210
$200K 0.03%
2,470
+830
211
$199K 0.03%
3,240
+950
212
$190K 0.03%
7,785
-90
213
$184K 0.03%
3,128
-300
214
$183K 0.03%
1,493
+232
215
$183K 0.03%
6,000
216
$183K 0.03%
+7,050
217
$183K 0.03%
2,250
+130
218
$181K 0.03%
4,001
-25
219
$176K 0.03%
+4,204
220
$171K 0.03%
4,147
-200
221
$168K 0.03%
7,344
-192
222
$167K 0.03%
819
223
$167K 0.03%
1,575
224
$165K 0.03%
659
+50
225
$164K 0.03%
990
7 8
9
10 11